StockDriftsStockDriftsTop 50 Coastwise Capital Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | Sch US Div Equity Etf | 7.62% | 447.3K | $13.7M | -0.88%(-3.96K) | $25.92(+24.98%) | 2026-03-31 | |
| AAPL | Apple Inc | 4.4% | 31.2K | $7.9M | -2.89%(-931) | $175.22(+76.14%) | 2026-03-31 | |
| SPY | S P D R TRUST Unit SR | 4.23% | 11.7K | $7.6M | -2.37%(-284) | $493.00(+51.07%) | 2026-03-31 | |
| GOOGL | Alphabet Inc. | 3.51% | 22.0K | $6.3M | +2.99%(+640) | $145.14(+147.97%) | 2026-03-31 | |
| AMZN | Amazon Com Inc | 3.38% | 29.2K | $6.1M | +21.21%(+5.11K) | $168.25(+44.23%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.97% | 14.5K | $5.4M | +28.73%(+3.23K) | $366.69(+6.49%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 2.83% | 29.2K | $5.1M | -6.83%(-2.14K) | $34.33(+467.58%) | 2026-03-31 | |
| SCHV | Schw US Lcap Val Etf | 2.72% | 160.6K | $4.9M | +1.62%(+2.56K) | $24.80(+38.81%) | 2026-03-31 | |
| LRCX | Lam Research Corporation | 1.84% | 15.5K | $3.3M | +3.17%(+475) | $153.76(+128.54%) | 2026-03-31 | |
| VZ | Verizon Communications | 1.49% | 53.5K | $2.7M | -0.93%(-504) | $45.83(-7.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.09% | +73.19% |
| Top 20 Holdings Unweighted | +21.77% | +80.55% |
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